DD
DD

Diane Dibraccio

7 Years of Experience
Iselin, NJ
BrokerSells Insurance

Diane Dibraccio is a registered investment advisor at LPL Financial LLC, based in Iselin, NJ, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

485 E Rte 1 S, Suite 110, Iselin, NJ, 08830

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Diane operates under several DBAs for her LPL business and is also involved with Life Brokerage LLC and Vanbridge. She is an insurance agent selling life insurance, dedicating minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2019 - September 2021 · 2 yrs 3 mos
Cetera Investment Services LLCBroker
June 2019 - September 2021 · 2 yrs 3 mos
Foresters Advisory Services, LLC
September 2018 - June 2019 · 9 mos
Foresters Financial Services, INC.Broker
August 2018 - June 2019 · 10 mos
State Registrations18 states
AZCACTDEFLGAMAMDNCNJNMNYPAPRSCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Diane Dibraccio - Financial Advisor | TrueAdvisor